The Compound and Friends cover image

The Compound and Friends

Will It End Badly?

Mar 8, 2024
01:26:37
Snipd AI
Topics discussed include top ETFs for market conditions, future of Nvidia, money market funds, VIX impact on returns, small caps, market highs, restaurant experiences, shifting interest rates, market sectors, ETF trading trends, martial arts influence on ETF industry, thematic investing, lobbying impact on global markets, and pop culture references.
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Podcast summary created with Snipd AI

Quick takeaways

  • Low VIX regime suggests positive S&P 500 returns with 81% success rate over next 6-12 months.
  • Extended market surges indicate average 11% return looking 250 days ahead, boosting bullish investor sentiment.

Deep dives

Indiscriminate Buying and New Highs Surge in Late December

In late December, there was a surge in the percentage of stocks making a 20-day high, reflecting major momentum and participation across the board. While a short-term pause may follow such overheated conditions, long-term signals indicate the durability of a new bull market.

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